Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 1, 2023Fund LettersLongleaf Partners Global FundIAC IAC Communication ServicesInteractive Media & Services Bull NASDAQAngi, Care.com, digital media, Dotdash Meredith, Hidden-Assets, holding company, MGM Resorts, net cash, Turo, Value
Oct 1, 2023Fund LettersLongleaf Partners Global FundAMAT Mattel Consumer DiscretionaryLeisure Products Bull NASDAQBarbie, brand monetization, Consumer Discretionary, Cultural Phenomenon, entertainment, Intellectual Property, media, Toys
Oct 1, 2023Fund LettersLongleaf Partners Global FundCNX CNX Resources EnergyOil, Gas & Consumable Fuels Bull NYSEAppalachian Basin, Carbon Reduction, energy, natural gas, share repurchase, technology investments, Undrilled Assets, Value
Oct 1, 2023Fund LettersLongleaf Partners International FundDHER.DE Delivery Hero Consumer DiscretionaryInternet & Direct Marketing Retail Bull XETRAAsia, Equity, food delivery, Germany, market leadership, Middle East, Post-COVID Normalization, Profitability Focus, Prosus
Oct 1, 2023Fund LettersLongleaf Partners International FundKER.PA Kering Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Euronext Parisbrand portfolio, Equity, fashion, france, Gucci, Luxury goods, Structural Growth, synergies, turnaround
Oct 1, 2023Fund LettersLongleaf Partners International FundCFR.SW Richemont Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull SIX Swiss ExchangeBranded Products, Cartier, China recovery, Equity, Jewelry, Luxury goods, Switzerland, Trough Valuation, Van Cleef
Oct 1, 2023Fund LettersLongleaf Partners International FundGLB.L Glanbia Consumer StaplesFood Products Bull London Stock Exchangebusiness transformation, Dairy Divestiture, Equity, growth, Ireland, Nutrition, Performance Nutrition, Share Buybacks
Oct 1, 2023Fund LettersLongleaf Partners International FundDPG.L Domino's Pizza Group Consumer DiscretionaryRestaurants Bull London Stock ExchangeCEO transition, Equity, Franchisee Model, Pizza Delivery, Restaurants, Share Buybacks, UK, value unlock
Oct 1, 2023Fund LettersLongleaf Partners Small-Cap FundWEST Westrock Coffee Consumer StaplesFood Products Bull NASDAQB2b, Beverages, Coffee, Food Products, Higher Value Products, manufacturing, Plant Expansion, Private-label
Oct 1, 2023Fund LettersLongleaf Partners Small-Cap FundOSCR Oscar Health Health CareHealth Care Technology Bull NYSEhealth insurance, healthcare, Healthcare Technology, Price-to-Value Gap, software platform, technology, Venture Capital
Oct 1, 2023Fund LettersLongleaf Partners Small-Cap FundAMAT Mattel Consumer DiscretionaryLeisure Products Bull NASDAQBarbie, brand monetization, Consumer Discretionary, Cultural Phenomenon, entertainment, Intellectual Property, media, Toys
Oct 1, 2023Fund LettersLongleaf Partners Small-Cap FundSAM Boston Beer Company Consumer StaplesBeverages Bull NYSEBeverages, brand portfolio, consumer staples, Hard Seltzer, Margin Optimization, net cash, share repurchase, Twisted Tea
Oct 1, 2023Fund LettersLongleaf Partners Small-Cap FundCNX CNX Resources EnergyOil, Gas & Consumable Fuels Bull NYSEAppalachian Basin, Carbon Reduction, energy, natural gas, Operational Execution, share repurchase, technology, Undrilled Assets
Oct 1, 2023Fund LettersPalm Valley Capital ManagementSSRM SSR Mining MaterialsGold Bull NASDAQasset value, dividend, Free Cash Flow, Geographic Diversification, gold mining, materials, net cash, Precious Metals
Oct 1, 2023Fund LettersPalm Valley Capital ManagementEQC Equity Commonwealth Real EstateOffice REITs Bull NYSEasset sales, cash position, commercial real estate, Opportunistic, Patient Capital, Real Estate, REIT, Value
Oct 1, 2023Fund LettersPalm Valley Capital ManagementFPI Farmland Partners Real EstateSpecialized REITs Bull NYSEagricultural land, asset value, Farmland, Interest Rate Sensitive, Real assets, Real Estate, REIT, Share Buybacks
Oct 1, 2023Fund LettersPalm Valley Capital ManagementARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Avista Corporation UtilitiesElectric Utilities Bull NYSEdefensive, Electric Utility, Hydroelectric, Rate Case, Regulated, utilities, Value, Wildfire Risk
Oct 1, 2023Fund LettersPalm Valley Capital ManagementBHARATBIJ.NS TrueBlue IndustrialsHuman Resource & Employment Services Bull NYSECyclical, debt-free, Industrials, Recession-Resilient, Staffing Services, Temporary Employment, Value
Oct 1, 2023Fund LettersPalm Valley Capital ManagementAAP Advance Auto Parts Consumer DiscretionaryAutomotive Retail Bull NYSEAutomotive Aftermarket, comparable sales, Consumer Discretionary, Operational Improvement, Real Estate Assets, turnaround, Value
Oct 1, 2023Fund LettersPalm Valley Capital ManagementCRD.A Crawford & Company FinancialsInsurance Brokers Bull NYSECatastrophe Activity, claims management, Cyclical, financials, Insurance Services, operating leverage, Value

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